TiVo Returns to the UK with Virgin in 2010

As TiVo does, they fire off feel-good news (for investors) along most quarterly earnings calls – to possibly soften the blow of continued subscriber defections. Today, they’ve announced a deal in which Google will be mining our TiVo commercial viewing (er, skipping) behavior to enhance their television advertising initiative. Yawn. Much more interesting, via a … Read more

What’s next for TiVo?

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Over at EngadgetHD, Ben Drawbaugh lays out a case (and wishlist) for the imminent release of new stand-alone TiVo DVR hardware. Given the recent TiVo price drops, upcoming Consumer Electronics Show (CES) in January, and long gestation period since the last hardware refresh (Summer, 2007), it’s not an unreasonable proposition.

However, when it comes to tru2way, the cable industry as a whole isn’t quite there yet. CableCARD separable security was federally mandated, whereas the vision of a universal tru2way infrastructure is merely an unenforceable memorandum of understanding amongst many industry players. Who blew right on past their self-imposed deadline. So any new (imminent) stand-alone TiVo box would either need to forgo tru2way capabilities or remain operable in non-tru2way cable environments.

As far as CES is concerned, I get the sense that TiVo fears any big product announcement would be overshadowed amongst thousands of other companies vying for attention. In the years I’ve been attending, TiVo’s CES presence is usually understated — they’re tucked away off the show floor, in a back room conducting mostly invite-only briefings/meetings. Also, if TiVo isn’t prepared to begin shipping new hardware within a few weeks of a show product announcement, they’d potentially cannibalize TiVo HD sales while customers wait it out. And given timing of the new, super-powered Broadcom chip announcement, I don’t foresee it being implemented anytime soon. (Not that this is/was known to be a TiVo Series 4 component.)

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TiVo to Launch 802.11n Wireless Bridge

Looks like Roku and the Xbox 360 won’t be the only set-top boxes making the jump from 802.11g to the faster, further 802.11n spec this fall. While I’ve been scanning FCC filings lately, trolling for something specific, a new TiVo wireless adapter wasn’t on my radar. Fortunately, the Engadget team is  a more thorough and … Read more

Blockbuster VOD now live on TiVo

Announced in March, Blockbuster video on demand service has just landed on Series 2 and Series 3/HD TiVo units. It’s a good move for Blockbuster as they struggle to find relevance beyond their declining brick & mortar existence. (And their prior, somewhat solo foray into this space didn’t turn out so well.) Typical digital movie … Read more

SARA, The Steampunk DVR OS?

As I mentioned yesterday, the cessation of TiVo multi-room viewing (MRV) and ongoing SDV tuning adapter resync annoyances has me playing the field. Over the years, I’ve known a few people running Scientific Atlanta’s 8300HD line of DVRs. I haven’t used one in a couple years, but the issues that bothered me then are still … Read more

TiVo and the CCI Byte

As some of you may recall, I recently moved across the Potomac from Maryland into Virginia. In addition to picking up a new stand for our plasma, we also inherited a new cable provider. With a new set of challenges. I’ve mostly come to terms with that multi-hour CableCARD install ($30 per set) and general, … Read more

Comment of the Day: Death to tru2way?

I’ve always held a somewhat skeptical view of the industry’s bold OCAP and tru2way proclamations. Which is why I find Glenn’s recent comment notable: Given how poorly this worked, I’d be starting to tone the death knell for OCAP/tru2way at this point. The cable industry missed the self-imposed July 1 deadline, and by quite a … Read more

Comcast to Take TiVo National by Year End?

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My eagle-eyed blogging partner Davis Freeberg caught this juicy nugget yesterday from a member of the ComcastCares Twitter support team:

@knolaust we are working on a more Tivo-esk experience. This is already being tested in the Boston area. hope to roll out na’l by end of yr

As TiVo (TIVO) investors are aware, TiVo linked up with Comcast (CMCSA) to deliver their DVR experience onto third party cable company hardware (Motorola). And while the initial fruits of their labor began deployment as a Comcast offering in New England in late 2007, we’ve yet to see a broader release to other markets. Making ComcastMelissa‘s tweet, a response to a customer request for an improved DVR interface, notable.

However, I suspect she will be proven wrong. I seriously doubt Comcast intends a nationwide TiVo roll-out in the few remaining months of 2009 and doubt their ability to execute on such a plan, should it exist. Most likely, “ComcastMelissa” is good intentioned but misinformed of the Comcast TiVo deployment strategy. Anyone who’s followed Comcast and TiVo statements on the matter would probably agree that the parties have a more conservative market-by-market deployment plan in place. Some supporting evidence from TiVo CEO Tom Rogers at their recent earnings call, as transcribed by Seeking Alpha:

They continue to work through in Boston the infrastructure issues that particularly relate to the installation in individual homes. And I can’t say they are where they want to be yet; there are clearly things that Comcast needs to solve for both TiVo and for themselves so the product can be more smoothly installed. They are totally committed to solving those issues and we believe they will be solved in the near future. Obviously, there’s frustration on both their part and ours that it’s not quite solved yet. But I think, as Mark Hess’s quote indicated, the commitment to continue to roll TiVo beyond the two named markets that we’ve mentioned, they indicated in last quarter earnings that they were focused on a market rollout where TiVo would be the primary DVR and then again today have announced yet another yet to be soon-named market.

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